FINANCIAL PLANNING FOR BUSY FAMILIES WITH BIG DREAMS Trademark

Trademark Overview

On Monday, May 20, 2024, a trademark application was filed for FINANCIAL PLANNING FOR BUSY FAMILIES WITH BIG DREAMS with the United States Patent and Trademark Office. The USPTO has given the FINANCIAL PLANNING FOR BUSY FAMILIES WITH BIG DREAMS trademark a serial number of 98559954. The federal status of this trademark filing is SU - REGISTRATION REVIEW COMPLETE as of Monday, September 15, 2025. This trademark is owned by Azimuth Wealth Management, Inc.. The FINANCIAL PLANNING FOR BUSY FAMILIES WITH BIG DREAMS trademark is filed in the Insurance & Financial Services category with the following description:

Financial advice; Financial planning; Financial planning for retirement; Insurance information and consultancy; Investment advice
financial planning for busy families with big dreams

General Information

Serial Number98559954
Word MarkFINANCIAL PLANNING FOR BUSY FAMILIES WITH BIG DREAMS
Filing DateMonday, May 20, 2024
Status819 - SU - REGISTRATION REVIEW COMPLETE
Status DateMonday, September 15, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 21, 2025

Trademark Statements

Goods and ServicesFinancial advice; Financial planning; Financial planning for retirement; Insurance information and consultancy; Investment advice

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, May 20, 2024
Primary Code036
First Use Anywhere DateWednesday, January 1, 2025
First Use In Commerce DateWednesday, January 1, 2025

Trademark Owner History

Party NameAzimuth Wealth Management, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressWinter Park, CO 80482
Party NameAzimuth Wealth Management, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWinter Park, CO 80482

Trademark Events

Event DateEvent Description
Monday, May 20, 2024NEW APPLICATION ENTERED
Thursday, September 19, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, November 22, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, December 4, 2024ASSIGNED TO EXAMINER
Monday, December 23, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, January 21, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Wednesday, January 15, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, January 21, 2025PUBLISHED FOR OPPOSITION
Tuesday, March 18, 2025NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Friday, March 28, 2025USE AMENDMENT FILED
Friday, March 28, 2025TEAS STATEMENT OF USE RECEIVED
Tuesday, July 1, 2025STATEMENT OF USE PROCESSING COMPLETE
Monday, September 15, 2025NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, September 15, 2025ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, July 1, 2025CASE ASSIGNED TO INTENT TO USE PARALEGAL

Related Keywords

dreams families busy planning financial advice investment consultancy retirement insurance information